We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Patient Chart: Payments

Version 14.19
The Patient Account window merged with the Patient Chart for easier convenience with the creation of OP 19. Since the Help Center supports both OP 14 and OP 19, the account functions within the patient chart for OP 19 will still be referenced at the same Help Center locations as OP 14.

About Patient Chart: Payments

Path: Clinical tab > Patient Chart button > Payments
Path: Practice Management tab > Patient Chart button > Payments
Path: Billing tab > Patient Chart button > Payments

The Patient Chart window maintains a patient’s account.  Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

The Payments button displays an ordered list of payments received from the patient and payer.  You can post payments from this location.

Patient Chart: Payments Map

Number
Section
Description

1

Payment button

The Payment button opens the Payment window in the patient's chart.

2
New Payment buttonThe New Payment button opens the Add Payments and Adjustments window in order to apply or adjust a payment to the patient's account.
3
Payments grid
The Payments grid displays an ordered list of payments received from the patient and payer.  Payments include direct payments.
Version 14.10

About Patient Account: Payments Tab

Path: Smart Toolbar > Account button > Payments tab

The Patient Account window maintains a patient’s account.  Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

The Payments tab displays an ordered list of payments received from the patient and payer.  You can post payments from this location.

Patient Account: Payments Tab Map

Number
Section
Description

1

Patient Account tabs

The Patient Account contains the following tabs:

2

Scope
The Scope field narrows the parameters for the displayed information in the patient’s account.  Information can be displayed by patient or family.
3
+ Payment buttonThe + Payment button opens the Add Payments and Adjustments window in order to apply or adjust a payment to the patient's account.
4
Payments grid
The Payments grid displays an ordered list of payments received from the patient and payer.  Payments include direct payments.